You can access your Highnote team dashboard by signing in here with your Highnote login credentials: billing.highnote.io 👈🏻
With this dashboard, you would be able to see your list of team members, their last login, and the number of presentations they've created. NOTE: Please disregard its billing/payment features and prompts for now as they are still in the beta stages.
✔ To add members to your team click the "Invite" button
✔ Enter the email address. Use a comma to separate if you will add more
✔ Once you hit "Send", you’ll get a confirmation message
✔ The agent(s) will receive an invitation via email. If they do not have a Highnote account yet, they can click "SIGNUP" to enter their details. Otherwise, they can disregard this step.
✔ After their account has been created, it will appear on your dashboard. Existing Highnote accounts will automatically be added once the invitation was sent successfully.
✔ There will be three categories under "Account Type". Regardless of the category, agents listed in your dashboard will have access to your team Templates:
Free - Not signed up for a paid subscription and has limited capabilities
Individual Premium - Agents who are paying for their own subscription
Company Premium - Agents whose accounts are paid by their team/brokerage
✔ To add an agent to your team billing, click the three dots ( . . . ) to the right to display the options:
Free - Select "Upgrade"
Individual Premium - Select "Onboard To Company Plan"
If you would like to remove the agent from your team, simply select "Remove From Company". NOTE: The admin's email should also be the same as the billing email for the team invoice.
Please reach out to us (success@highnote.io) for any questions or assistance regarding your team billing.
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